Key Takeaways
- Bitcoin rebounded nearly 3% to around $119K following a more hawkish Fed meeting.
- Corporate Bitcoin treasury firms acquired nearly 30,000 BTC in just 48 hours.
- Renewed optimism over a U.S. Strategic Bitcoin Reserve overshadowed rate-cut concerns.
Bitcoin flipped the narrative this week—turning FOMC-driven caution into momentum toward a $119,000 target. While markets initially reacted to the Fed’s dovish silence, attention quickly shifted to confirmation that Washington is quietly building a Strategic Bitcoin Reserve.
Institutional Buyers Step In as Reserve Plans Intensify
Despite a lack of reassurance from Fed Chair Powell on rate cuts, markets stayed resilient. Meanwhile, firms like Strategy resumed aggressive BTC accumulation.
Capriole Investments’ Charles Edwards reported nearly 30,000 BTC added to corporate treasuries from July 29–30. Institutional net-buying activity surpassed 97% of overall volume—levels unseen since 2020.
Strategic Reserve Hype Lifts Sentiment Over Fed Fear
Although the FOMC held interest rates steady and refrained from confirming future cuts, White House crypto adviser Bo Hines reaffirmed federal plans to build a Strategic Bitcoin Reserve “in short order.”
His remarks quickly diverted investor focus from monetary policy risks to long-term capital accumulation possibilities. Bitcoin price recovered fast, absorbing near $500M in cross‑crypto liquidations as liquidity shifted.
Final Thoughts
Bitcoin’s sharp bounce amid institutional buying and strategic reserve optimism signals renewed market confidence. With strong corporate demand and policy tailwinds, BTC may break out of its range if accumulation momentum continues.
Frequently Asked Questions
Why did Bitcoin bounce to $119K?
Investors shifted from fearing Fed policy to excitement over a U.S. Bitcoin reserve and heavy institutional buying.
Who bought nearly 30,000 BTC?
Public firms like Strategy announced major treasury purchases—accounts estimate nearly 30K BTC across corporates.
What is the Strategic Bitcoin Reserve?
A national stockpile funded by seized Bitcoin, established by executive order in March 2025.
